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Home > Retirement Planners > florida > vero beach > TREASURE COAST FINANCIAL PLANNING, INC.
TREASURE COAST FINANCIAL PLANNING, INC.
545 Beachland Blvd
Vero Beach, Florida 32963
Tel: 772-231-1422
About TREASURE COAST FINANCIAL PLANNING, INC.
TREASURE COAST FINANCIAL PLANNING, INC, formally registered with the SEC as TREASURE COAST FINANCIAL PLANNING, INC. The firm was established in 03/26/2013. They have over 1 offices throughout the country.
TREASURE COAST FINANCIAL PLANNING, INC. is a Vero Beach, Florida based Financial Planning firm with nearly $193,731,695 assets under management, offering retirement planning & investment advisory services to 625 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166684 |
| SEC# | 801-77753 |
| Assets Managed by Firm | $193,731,695 |
| No. of Clients | 625 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (TAX RETURN PREP. FEE-NON ADVISORY RELATED BUSINESS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 625 | $193,731,695 |
| Individuals (other than high net worth individuals) | 159 | $37,711,909 |
| High net worth individuals | 96 | $152,092,226 |
| Charitable organizations | 3 | $343,570 |
| Corporations or other businesses | 7 | $3,583,990 |
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